Verity & Verity’s Morgan Stanley MS Stock Holding History

Verity & Verity’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.05M	Sell	5,557 -1,141	-17%	-$242K	0.07%	77
2026 Q2	$1.4M	Sell	6,698 -865	-11%	-$171K	0.1%	72
2026 Q1	$1.24M	Sell	7,563 -1,196	-14%	-$207K	0.09%	73
2025 Q4	$1.55M	Buy	8,759 +1,139	+15%	+$190K	0.12%	73
2025 Q3	$1.21M	Sell	7,620 -1,152	-13%	-$170K	0.1%	76
2025 Q2	$1.24M	Sell	8,772 -291	-3%	-$35.7K	0.11%	75
2025 Q1	$1.06M	Sell	9,063 -816	-8%	-$105K	0.09%	77
2024 Q4	$1.24M	Buy	+9,879	New	+$1.22M	0.11%	74

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Verity & Verity's MS Position: Q3 2026 in Review

Verity & Verity reduced its Morgan Stanley (MS) stake by 17% in Q3 2026, selling an estimated $242K and leaving 5,557 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #77.

Verity & Verity first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q4 2025. 804 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Verity & Verity held 5,557 shares of Morgan Stanley worth $1.05M as of Q3 2026.
Verity & Verity sold 1,141 Morgan Stanley shares in Q3 2026, an estimated $242K.
Morgan Stanley made up 0.07% of Verity & Verity's portfolio in Q3 2026, its #77 holding.
Verity & Verity first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
Verity & Verity's Morgan Stanley position peaked at $1.55M in Q4 2025.
804 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.